See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,076 | $150,440+185.9% | $136,294+215.6% | $147,584+191.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.94% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,207 | $5,256-39.0% | $4,695-31.7% | $4,876-34.2% |
| Participant deferral / active EE | $9,827 | $6,630+48.2% | $6,247+57.3% | $5,439+80.7% |
| Admin fee / account holder | $22,843 | $10,905+109.5% | $9,243+147.1% | $10,885+109.9% |